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BEN vs. CRBG: A Head-to-Head Stock Comparison

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Here’s a clear look at BEN and CRBG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBENCRBG
Company NameFranklin Resources, Inc.Corebridge Financial, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsFinancial Services
Market Capitalization11.77 billion USD17.96 billion USD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983September 16, 2022
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BEN and CRBG by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BEN vs. CRBG: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBENCRBG
5-Day Price Return-1.91%-1.10%
13-Week Price Return-3.02%-8.64%
26-Week Price Return16.47%0.06%
52-Week Price Return11.26%10.60%
Month-to-Date Return-9.86%0.62%
Year-to-Date Return14.00%7.75%
10-Day Avg. Volume4.19M3.68M
3-Month Avg. Volume4.18M3.47M
3-Month Volatility21.15%23.47%
Beta1.530.95

Profitability

Return on Equity (TTM)

BEN

2.61%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

BEN’s Return on Equity of 2.61% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

CRBG

-2.73%

Financial Services Industry

Max
39.28%
Q3
18.88%
Median
9.97%
Q1
4.03%
Min
-10.25%

CRBG has a negative Return on Equity of -2.73%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

BEN vs. CRBG: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Net Profit Margin (TTM)

BEN

3.73%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, BEN’s Net Profit Margin of 3.73% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

CRBG

-2.30%

Financial Services Industry

Max
52.16%
Q3
25.35%
Median
12.68%
Q1
6.11%
Min
-11.69%

CRBG has a negative Net Profit Margin of -2.30%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

BEN vs. CRBG: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Operating Profit Margin (TTM)

BEN

4.26%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

BEN’s Operating Profit Margin of 4.26% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

CRBG

4.41%

Financial Services Industry

Max
75.57%
Q3
37.78%
Median
19.09%
Q1
10.04%
Min
-19.42%

CRBG’s Operating Profit Margin of 4.41% is in the lower quartile for the Financial Services industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

BEN vs. CRBG: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Profitability at a Glance

SymbolBENCRBG
Return on Equity (TTM)2.61%-2.73%
Return on Assets (TTM)1.00%-0.09%
Net Profit Margin (TTM)3.73%-2.30%
Operating Profit Margin (TTM)4.26%4.41%
Gross Profit Margin (TTM)36.69%--

Financial Strength

Current Ratio (MRQ)

BEN

1.21

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

CRBG

--

Financial Services Industry

Max
4.83
Q3
2.70
Median
1.44
Q1
0.86
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BEN vs. CRBG: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BEN

1.00

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

CRBG

0.92

Financial Services Industry

Max
5.07
Q3
2.14
Median
0.66
Q1
0.12
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

BEN vs. CRBG: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Interest Coverage Ratio (TTM)

BEN

32.05

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

CRBG

9.57

Financial Services Industry

Max
136.23
Q3
56.08
Median
6.55
Q1
2.01
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

BEN vs. CRBG: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Financial Strength at a Glance

SymbolBENCRBG
Current Ratio (MRQ)1.21--
Quick Ratio (MRQ)1.21--
Debt-to-Equity Ratio (MRQ)1.000.92
Interest Coverage Ratio (TTM)32.059.57

Growth

Revenue Growth

BEN vs. CRBG: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BEN vs. CRBG: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BEN

5.69%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

With a Dividend Yield of 5.69%, BEN offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

CRBG

3.03%

Financial Services Industry

Max
8.12%
Q3
3.37%
Median
1.70%
Q1
0.00%
Min
0.00%

CRBG’s Dividend Yield of 3.03% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

BEN vs. CRBG: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Dividend Payout Ratio (TTM)

BEN

125.85%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

BEN’s Dividend Payout Ratio of 125.85% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

CRBG

12.04%

Financial Services Industry

Max
132.10%
Q3
64.32%
Median
18.23%
Q1
0.00%
Min
0.00%

CRBG’s Dividend Payout Ratio of 12.04% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

BEN vs. CRBG: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Dividend at a Glance

SymbolBENCRBG
Dividend Yield (TTM)5.69%3.03%
Dividend Payout Ratio (TTM)125.85%12.04%

Valuation

Price-to-Earnings Ratio (TTM)

BEN

37.02

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

A P/E Ratio of 37.02 places BEN in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

CRBG

--

Financial Services Industry

Max
45.81
Q3
30.21
Median
16.29
Q1
10.14
Min
0.70

P/E Ratio data for CRBG is currently unavailable.

BEN vs. CRBG: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Price-to-Sales Ratio (TTM)

BEN

1.38

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

In the lower quartile for the Capital Markets industry, BEN’s P/S Ratio of 1.38 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

CRBG

1.18

Financial Services Industry

Max
10.88
Q3
5.34
Median
2.64
Q1
1.24
Min
0.06

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

BEN vs. CRBG: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Price-to-Book Ratio (MRQ)

BEN

1.03

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

BEN’s P/B Ratio of 1.03 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

CRBG

1.59

Financial Services Industry

Max
7.93
Q3
3.78
Median
1.49
Q1
0.88
Min
0.08

CRBG’s P/B Ratio of 1.59 is within the conventional range for the Financial Services industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

BEN vs. CRBG: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Valuation at a Glance

SymbolBENCRBG
Price-to-Earnings Ratio (TTM)37.02--
Price-to-Sales Ratio (TTM)1.381.18
Price-to-Book Ratio (MRQ)1.031.59
Price-to-Free Cash Flow Ratio (TTM)6.808.97